Gartner (NYSE:IT) Shares Gap Down – Time to Sell?

Shares of Gartner, Inc. (NYSE:IT) gapped down before the market opened on Tuesday . The stock had previously closed at $202.40, but opened at $147.94. Gartner shares last traded at $155.1720, with a volume of 777,785 shares.

Key Stories Impacting Gartner

Here are the key news stories impacting Gartner this week:

• Positive Sentiment: Gartner projects IT spending will exceed $6 trillion in 2026, reinforcing a large and growing addressable market that supports long‑term demand for Gartner’s research and advisory services. Gartner: IT spending will exceed $6 trillion in 2026
• Positive Sentiment: Gartner forecasts 10.8% IT spending growth in 2026 (software trimmed to 14.7%), which supports medium‑term revenue opportunities for its advisory and data services. Gartner forecasts 10.8% IT spending growth in 2026
• Positive Sentiment: Analyst commentary highlighting Gartner’s subscription-heavy revenue model, strong renewal rates and strategic role in tech decision‑making argues the selloff may be overdone and presents a recovery case toward higher targets. How Gartner Stock Rises To $200
• Neutral Sentiment: Q4 2025 earnings call transcript shows an EPS beat but modest revenue growth and guidance that left investors wanting more clarity on contract growth and AI‑related spending shifts — mixed signal for near‑term sentiment. Gartner Q4 2025 earnings call transcript
• Neutral Sentiment: Zacks notes an improved earnings outlook in its earnings trends report — a potential offset to near‑term negativity but not strong enough alone to reverse selling pressure. Earnings Outlook Improves: A Closer Look
• Negative Sentiment: Levi & Korsinsky has opened an investigation into Gartner over potential disclosure issues tied to non‑GAAP measures (Regulation G / Reg S‑K Item 10(e)), introducing legal/PR risk and adding immediate selling pressure. Lost Money on Gartner, Inc. (IT)? Contact Levi & Korsinsky About Investigation
• Negative Sentiment: Analysts cut price targets and stance after the quarter — Morgan Stanley lowered its target to $200 (Hold) and Wells Fargo cut to $150 (Underweight) — increasing negative analyst pressure and contributing to the selloff. Gartner: Hold Stance Amid Slowing Contract Growth Benzinga – Analyst Target Changes
• Negative Sentiment: Market commentary highlights customers “slowing and deferring everything possible” amid AI transition uncertainty — a direct driver of the negative tone on customer contract growth and guidance. Why Gartner and other IT stocks got slammed on Tuesday

Wall Street Analyst Weigh In

A number of analysts have issued reports on IT shares. Morgan Stanley cut their price objective on shares of Gartner from $275.00 to $200.00 and set an “equal weight” rating for the company in a report on Wednesday. Truist Financial set a $300.00 price target on Gartner in a research note on Wednesday, November 26th. Weiss Ratings restated a “sell (d+)” rating on shares of Gartner in a research report on Thursday, January 22nd. Barclays reduced their price target on shares of Gartner from $260.00 to $180.00 and set an “equal weight” rating on the stock in a research report on Thursday. Finally, Royal Bank Of Canada set a $175.00 target price on Gartner in a report on Wednesday. Four analysts have rated the stock with a Buy rating, six have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $203.70.

Gartner Trading Down 3.8%

The company has a current ratio of 0.88, a quick ratio of 0.88 and a debt-to-equity ratio of 4.42. The firm’s 50-day moving average is $234.23 and its 200 day moving average is $248.33. The firm has a market capitalization of $10.94 billion, a price-to-earnings ratio of 15.73 and a beta of 1.06.

Gartner (NYSE:IT) last announced its earnings results on Tuesday, February 3rd. The information technology services provider reported $3.94 EPS for the quarter, topping the consensus estimate of $3.50 by $0.44. The firm had revenue of $1.75 billion for the quarter, compared to the consensus estimate of $1.75 billion. Gartner had a return on equity of 83.48% and a net margin of 11.22%.The business’s quarterly revenue was up 2.2% compared to the same quarter last year. During the same period in the previous year, the business earned $5.45 EPS. Gartner has set its FY 2026 guidance at 12.300- EPS. On average, equities analysts predict that Gartner, Inc. will post 12.5 earnings per share for the current fiscal year.

Insider Activity at Gartner

In other Gartner news, Director Stephen G. Pagliuca bought 43,300 shares of the business’s stock in a transaction that occurred on Wednesday, December 10th. The shares were bought at an average price of $229.57 per share, for a total transaction of $9,940,381.00. Following the transaction, the director directly owned 111,613 shares in the company, valued at approximately $25,622,996.41. This trade represents a 63.38% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Claire Herkes sold 367 shares of Gartner stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $231.56, for a total value of $84,982.52. Following the completion of the sale, the executive vice president owned 4,074 shares of the company’s stock, valued at approximately $943,375.44. The trade was a 8.26% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 2.30% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Brighton Jones LLC purchased a new stake in Gartner in the 4th quarter valued at about $309,000. Sivia Capital Partners LLC purchased a new position in shares of Gartner in the second quarter worth about $336,000. Janney Montgomery Scott LLC grew its stake in Gartner by 2.3% in the 2nd quarter. Janney Montgomery Scott LLC now owns 9,717 shares of the information technology services provider’s stock valued at $3,928,000 after buying an additional 217 shares in the last quarter. DAVENPORT & Co LLC grew its position in shares of Gartner by 15.1% in the second quarter. DAVENPORT & Co LLC now owns 1,060 shares of the information technology services provider’s stock valued at $428,000 after purchasing an additional 139 shares in the last quarter. Finally, KLP Kapitalforvaltning AS increased its position in shares of Gartner by 3.0% during the second quarter. KLP Kapitalforvaltning AS now owns 27,290 shares of the information technology services provider’s stock valued at $11,031,000 after buying an additional 800 shares during the period. Institutional investors own 91.51% of the company’s stock.

Gartner Company Profile

Gartner, Inc is a global research and advisory firm that provides insights, advice and tools for leaders in IT, finance, HR, customer service and other business functions. Founded in 1979 and headquartered in Stamford, Connecticut, Gartner specializes in helping organizations make informed decisions about technology, operations and strategy through a combination of published research, advisory services, consulting, executive programs and events.

The company’s offerings include proprietary research reports, market forecasts, and analytical frameworks that are widely used by technology buyers and vendors.